How to Create and Customize Time Off Types in VeriClock – VeriClock

Learn how to create and customize different types of time off in VeriClock. This guide walks you through the process of setting up various PTO types such as vacation, sick leave, and personal days, as well as assigning them to employees for accurate tracking and management.

See Enable Time Off Tracking in Your Account to start using PTO in your account.

Step 1) - Admins can Create a PTO type from your account tabs, navigate to Settings>Time>PTO>click Add

PTO type setting options:

Name - Give this time off type a name that’s clear and easy for employees to understand. They should instantly know what kind of time off they’re requesting. This is a required field.
Description - This field is for admin use only and serves as a helpful reference. Employees won’t see this description.
Employee can view this PTO type - If enabled, employees will be able to see their balance for this PTO type. If unchecked, only admins and managers can track it on behalf of the employees.
Employee can request time off from this PTO type - Enabling this allows employees to request time off from this PTO type. If unchecked then only admin/managers will be able to make requests on behalf of employees assigned to this time off type.
Block backdated and short notice PTO requests - This setting can be used to block requests for dates in the past, or require employees to give sufficient notice when making a request.
Request days instead of hours for this PTO type - This option lets you choose whether this time off will be tracked in days or hours. If you set it to days, one day equals 8 hours, and employees will need to request half days in decimal format.
Require comments be filled out when making PTO requests - When enabled, this setting requires employees to add a comment when requesting time off. All time off requests and comments can be reviewed at any time by opening the request from the balance history.
Show Option to Create Clock Event from Approved PTO - This allows admins or managers to create a time event when they approve a time off request.
Always Force Clock Events to be Created/Deleted with PTO Requests Approval/Cancel - If this is enabled, a clock event will automatically be created when the time off request is approved, and any related time events will be deleted if the request is canceled or edited.
Pre-Approve Clock Events Created for PTO - This option ensures that any clock events created from time off requests are automatically approved on the Time > Activity page and in reports. Check out our guide on how to approve time events for more details. This setting can be used to block employees with edit permission from making changes PTO time events.
Set Default Job - This option lets you preset a default job. When approving and creating a clock event from a time off request, this job will automatically fill in. See Adding and Editing Jobs for more information on creating a PTO job.
Set Default Service Item - Similar to the job setting, this presets a default service item. It will auto-populate when approving and creating a clock event from a time off request. See Service Items for more information on creating a PTO service item.
Force Default job to be used - When this is enabled, the job dropdown is removed during the approval process, so only the preset default job can be used.
Force Default Service Item to be used - Like the job setting, this removes the service item dropdown during approval, ensuring that only the preset default service item is used.
Save - When creating or making changes to a time off type, click the blue Save button to save any changes.

After you save a PTO type, you’ll see the Accrual Rules button appear on the right side of the page. This is where you can create accrual rules and assign them, along with the time off type, to employees.